Institutional Ownership Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Mome (SPMO). We have compiled data on the 515 institutions that hold shares in the stock, with a total of 55.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
6,015
shares
|
$723,183
0.42% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
6,009
shares
|
$722,462
0.37% of portfolio
|
Q3 2025
Reduced 72.02%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
5,992
shares
|
$720,418
0.48% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
5,986
shares
|
$719,696
0.29% of portfolio
|
Q3 2025
Reduced 24.5%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
5,875
shares
|
$706,351
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
5,830
shares
|
$700,940
0.1% of portfolio
|
Q2 2025
Added 110.39%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,643
shares
|
$678,457
0.07% of portfolio
|
Q2 2025
Reduced 44.46%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,601
shares
|
$673,408
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
5,538
shares
|
$665,833
0.12% of portfolio
|
Q2 2025
Added 50.04%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,472
shares
|
$657,898
0.02% of portfolio
|
Q2 2025
Added 1040.0%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
5,376
shares
|
$646,356
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
5,170
shares
|
$621,589
0.17% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,133
shares
|
$617,140
0.11% of portfolio
|
Q2 2025
Added 212.61%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
4,995
shares
|
$600,548
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
4,966
shares
|
$597,062
0.13% of portfolio
|
Q3 2025
Reduced 29.01%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,809
shares
|
$578,186
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,699
shares
|
$564,960
0.0% of portfolio
|
Q2 2025
Added 468.89%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,689
shares
|
$563,758
0.05% of portfolio
|
Q3 2025
Added 26.08%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
4,659
shares
|
$560,151
0.19% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
4,620
shares
|
$555,462
0.24% of portfolio
|
Q3 2025
Added 51.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,601
shares
|
$553,178
0.02% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
4,575
shares
|
$550,052
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
4,542
shares
|
$546,084
0.03% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
4,496
shares
|
$540,554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,493
shares
|
$540,193
0.13% of portfolio
|
Q2 2025
Added 1.65%
|